# AI Integration Overview ## Introduction Trilium Notes integrates advanced AI and Large Language Model (LLM) capabilities to enhance your note-taking and knowledge management experience. These features enable intelligent search, content generation, and interactive assistance while maintaining control over your data. ## What AI Features Are Available ### Core Capabilities #### 1. **Chat with Notes** An interactive AI assistant that can: - Answer questions based on your note content - Provide summaries of complex topics across multiple notes - Help you discover connections between ideas - Assist with research and analysis #### 2. **Semantic Search** Advanced search capabilities using embeddings: - Find conceptually related notes even when exact keywords don't match - Discover hidden connections between notes - Retrieve relevant context automatically during conversations #### 3. **Tool-Enabled Actions** AI can perform actions within your knowledge base: - Create new notes based on conversations - Update existing note content - Search and retrieve specific information - Manage note attributes and relationships - Work with calendar and date-based notes #### 4. **Content Generation and Enhancement** - Generate summaries of long notes - Expand on ideas and concepts - Help with writing and editing - Create structured content from unstructured information ## Supported AI Providers and Models ### Cloud Providers #### OpenAI - **Models**: GPT-4, GPT-4 Turbo, GPT-3.5-turbo - **Embedding Models**: text-embedding-3-small, text-embedding-3-large, text-embedding-ada-002 - **Advantages**: - Most widely tested and stable - Excellent general knowledge - Strong reasoning capabilities - **Considerations**: - Requires API key and internet connection - Usage-based pricing #### Anthropic - **Models**: Claude 3 Opus, Claude 3 Sonnet, Claude 3 Haiku - **Advantages**: - Strong analytical capabilities - Excellent for complex reasoning tasks - Good context handling for long documents - **Considerations**: - Requires API key and internet connection - Usage-based pricing ### Local/Self-Hosted Options #### Ollama - **Models**: Various open-source models (Llama 3, Mistral, Phi, etc.) - **Embedding Models**: mxbai-embed-large, nomic-embed-text, all-minilm - **Advantages**: - Complete privacy - runs entirely on your machine - No API costs - Full control over model selection - Works offline - **Considerations**: - Requires local compute resources - May be slower than cloud providers - Model quality varies ## Use Cases for AI in Note-Taking ### Research and Learning - **Literature Review**: Summarize and synthesize information from multiple research notes - **Concept Exploration**: Ask questions to understand complex topics from different angles - **Study Assistant**: Create practice questions, summaries, and explanations from study notes ### Knowledge Management - **Information Retrieval**: Quickly find specific information across thousands of notes - **Connection Discovery**: Identify relationships between seemingly unrelated notes - **Content Organization**: Get suggestions for better organizing and structuring your notes ### Writing and Content Creation - **Idea Development**: Expand on initial thoughts and brainstorm new directions - **Draft Generation**: Create first drafts based on outline notes - **Editing Assistance**: Improve clarity, structure, and flow of existing content ### Personal Productivity - **Meeting Summaries**: Generate concise summaries from meeting notes - **Task Extraction**: Identify action items from project notes - **Daily Reviews**: Get AI-generated summaries of daily activities and progress ### Creative Projects - **Story Development**: Explore plot ideas and character development - **World Building**: Maintain consistency in creative universes - **Idea Synthesis**: Combine concepts from different notes to generate new ideas ## Privacy and Security Considerations ### Data Control - **Local Processing Options**: Use Ollama for complete privacy with no data leaving your machine - **Note Exclusion**: Mark sensitive notes with `#excludeFromAI` label to prevent AI access - **Provider Selection**: Choose between cloud and local providers based on your privacy needs ### Security Features - **API Key Protection**: Encrypted storage of API keys - **Session Isolation**: Each chat session is isolated and temporary - **No Automatic Uploads**: Notes are only sent to AI providers when explicitly requested ### Best Practices 1. **Review Provider Policies**: Understand how each provider handles your data 2. **Use Local Models for Sensitive Data**: Consider Ollama for confidential information 3. **Label Sensitive Notes**: Use the exclusion label for notes that should never be processed by AI 4. **Regular Audits**: Periodically review which notes are being accessed by AI features ## Getting Started To begin using AI features in Trilium: 1. **Enable AI Features**: Navigate to Options → AI/LLM and enable the feature 2. **Choose a Provider**: Select between OpenAI, Anthropic, or Ollama based on your needs 3. **Configure Embeddings**: Set up embedding generation for semantic search 4. **Start Chatting**: Use the "Chat with Notes" button to begin interacting with your knowledge base ## Architecture Overview The AI integration in Trilium follows a modular architecture: ### Three-Layer System 1. **Provider Layer**: Interfaces with different AI providers (OpenAI, Anthropic, Ollama) 2. **Service Layer**: Manages conversations, context, and tool execution 3. **Integration Layer**: Connects AI capabilities with Trilium's core features ### Key Components - **Chat Service**: Manages conversations and message history - **Context Service**: Extracts and formats relevant note content - **Tool Registry**: Enables AI to perform actions within Trilium - **Embedding Service**: Generates and manages semantic embeddings - **Model Capabilities**: Tracks and manages different model features This architecture ensures flexibility, allowing you to switch providers or models while maintaining consistent functionality across the application.